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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,277 | $52,279-53.6% | $89,414-72.8% | $79,852-69.6% |
| Participation rate | 57.9% | 57.5%+0.4pp | 68.0%-10.1pp | 69.6%-11.7pp |
| Annual return | 20.57% | 22.16%-1.6pp | 245.50%-224.9pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,492 | $1,572-5.0% | $2,586-42.3% | $2,471-39.6% |
| Participant deferral / active EE | $2,221 | $2,740-19.0% | $3,890-42.9% | $3,740-40.6% |
| Admin fee / account holder | $2,719 | $3,356-19.0% | $4,883-44.3% | $5,306-48.8% |